Join us an exclusive webinar that will cover what makes investors stick with—and truly value—their advisor. We’ll cover how advisors can integrate AI and technology while maintaining the personal connections that clients value most. Led by the Morningstar behavioral research team Samantha Lamas, Danielle Labotka, and moderated by Thomas Aviles, this webinar dives into how generative AI is reshaping the financial advising landscape. You’ll uncover what truly matters to investors when it comes to tech-driven solutions and human expertise, and you’ll discover practical strategies to enhance your workflow while retaining and deepening trust with clients. Key Takeaways: - Gain a clearer understanding of what today’s investors expect from advisors - Learn strategies for deepening relationships and strengthening your role - Discover smart ways to start using AI to enhance (not replace) your value Our panel of analysts will guide you through this dynamic and timely discussion, drawing on their extensive knowledge and research to provide you with essential tools for success. Don’t miss this opportunity to position yourself at the forefront of financial advising’s tech evolution. Download the full reports here: Understanding What Investors Value from Financial Advisors: https://www.morningstar.com/business/insights/research/what-investors-value-financial-advisor AI for Financial Advisors: https://www.morningstar.com/business/insights/research/impact-of-gen-ai-for-financial-advisors 00:00 Intro 01:07 Impact of AI on Financial Advisors 03:51 Investor Preferences 14:02 Results of Behavioral Methodologies 23:29 Behavioral Coaching for Advisors 27:35 Frameworks for Financial Goals 32:53 The Value of Financial Advice vs AI 36:55 How advisors can be empowered by AI 43:25 End Q&A